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← An AI-caused recession requires the owners of capital to hit a hard…
17 connected korrents · 12 moments on record from 1 Jun 2022 to 3 Sept 2026.
Everything filed under government
government
Everything filed under venture capital
venture capital
Everything filed under interest rates
interest rates
Everything filed under AI and jobs
AI and jobs
Everything filed under America
America Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: Most macroeconomic models cannot describe the AI transition, because they assume a single output that converts one-for-one into capital or consumption. — tap to centre the map on it Most macroeconomic models cannot describe the AI transition, because they assume a single output that converts one-for-one into capital or consumption. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. — tap to centre the map on it We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. Last stated 11 months ago
17 Oct 2025
AK
Andrej Karpathy — holds since 2025-10-17 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: If AI permanently drives down demand for labour, long-term income support for a significant fraction of the workforce will likely become necessary. — tap to centre the map on it If AI permanently drives down demand for labour, long-term income support for a significant fraction of the workforce will likely become necessary. Last stated 3 months ago
1 Jun 2026
DA
Dario Amodei — holds since 2026-06-01 — tap for who they are
Same subject: The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. — tap to centre the map on it The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. — tap to centre the map on it The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. Last stated a month ago
29 Jul 2026
HW
Hillel Wayne — holds since 2026-07-29 — tap for who they are
Same subject: A broken criminal justice institution survives precisely because it serves the people who run it. — tap to centre the map on it A broken criminal justice institution survives precisely because it serves the people who run it. Last stated 6 days ago
1 Sept 2026
RB
Radley Balko — holds since 2026-09-01 — tap for who they are
Same subject: A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real. — tap to centre the map on it A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real. Last stated a week ago
30 Aug 2026
TS
Timothy Snyder — holds since 2026-08-30 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 2 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. — tap to centre the map on it A government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. Last stated 2 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases. — tap to centre the map on it A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are